2026 Market Outlook Symposium

December 09, 202511am ET / 8am PT

Overview

We're nearing the end of 2025, and advisors are faced with no shortage of challenges — everything from rate cuts and valuation concerns to global election cycles and geopolitical turmoil. They're also more eager than ever to learn how to stay on top of investing trends — like the rapid rise of active ETFs, AI, crypto, and beyond. Join us for our 2026 Market Outlook Symposium, where our panelists will tackle all of these topics and shed light on top strategies aimed at helping your clients reach their financial goals.

Topics covered will include:

Where are the Opportunities in Fixed Income in Fixed Income?

Unlocking Active ETF Opportunities

Going Global: Investing Abroad

A New Era in Fixed Income: How To Rethink Bond Strategies

The Quality Playbook: ETF Ideas & Implications for 2026

Active Fixed Income in Focus

Get More from Your Energy Allocation in 2026

2026: The Great Convergence of AI & Robotics

Register today for this free Symposium, accepted for two and one-half (2.5) Continuing Education (CE) credits by the North American Securities Administrators Association™ (NASAA), the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, CIMC designations, The ETF Institute for the CETF® and The American College of Financial Services.

NASAA does not endorse any particular provider of CE courses. The content of the course and any views expressed are my/our own and do not necessarily reflect the views of NASAA or any of its member jurisdictions.

Agenda

11:00 AM ET

2026 Market Outlook Symposium Kickoff
11:05 AM ET

Where are the Opportunities in Fixed Income?

The Fed has cut rates in recent months, but will it keep doing so heading into early 2026? Where is taking on credit risk being rewarded? How should you allocate your fixed income exposure to benefit from what’s to come. We will cover these topics and more with industry experts.
11:25 AM ET

Unlocking Active ETF Opportunities

As we wrap up the year, we look ahead to a new market outlook and to new opportunities for active management to deliver unique value to investors. We explore active equity and fixed income ideas.
11:45 AM ET

Going Global: Investing Abroad

International equities have outperformed U.S. equities in 2025, but many advisors are wondering if this will persist. We will look closely into the fundamental drivers of European and Asian markets with industry experts. We will also discuss how to gain exposure to these markets in a diversified manner.
12:05 PM ET

A New Era in Fixed Income: How To Rethink Bond Strategies

After several years marked by persistent higher rates and inflation, investors are having to rethink how their portfolios generate income and manage risk. Many people are searching for new approaches to capture yield while keeping their portfolios flexible. As 2026 approaches, investors face a pressing question: What’s the best way to adjust their bond allocations to fit this evolving landscape? We will talk to experts to help us plan ahead.
12:25 PM ET

5 - Minute Break Video with Ashley Melanson

Take a mindful pause during your busy day with this brief breath work and yoga break designed to refresh your body and sharpen your focus.
12:30 PM ET

The Quality Playbook: ETF Ideas & Implications for 2026

Quality remains a compelling factor in a market defined by uncertainty. We dive into different ways to access this factor and its impact on portfolios.
12:50 PM ET

Active Fixed Income in Focus

Explore how active fixed income strategies including mortgage-backed securities and investment-grade corporate bonds can add income and diversification to portfolios. We will highlight where active strategies fit in a portfolio and how to balance risk/reward in the active fixed income space.
1:10 PM ET

Get More from Your Energy Allocation in 2026

With a muted oil outlook for 2026, investors may want to look beyond oil and gas producers for their energy exposure. Energy infrastructure is poised to benefit from a step-change in North American natural gas demand, while offering compelling yields. Nuclear energy is undergoing a global renaissance with exciting growth prospects. Energy infrastructure and nuclear power also play a supporting role for AI data centers. Learn more in this informative session.
1:25 PM ET

2026: The Great Convergence of AI & Robotics

Once synonymous with e-commerce logistics, robotics is entering a new, diversified era that will see the machines become ever-more relevant in our day-to-day lives. We will dive into how AI is accelerating robot development and the industries seeing the biggest impact.